HR platform: Accrued leave reporting

Overview

Employee leave management is the processes and policies designed for your business to handle requests for time-off for staff leave, inclusive of vacation, holidays, sick leave, and parental leave. A successful employee leave management system will provide a fair and accurate way to manage these requests and ensure your organisation takes care of both your employees' needs and your company's legal requirements.

The Accrued Leave Reporting feature allows you to create a report that you can use to analyse leave accrues within a specific date period, broken down by the leave category and team. You can also use this feature to download a CSV file of the data, enabling you to load the report into a CSV supported program like Microsoft Excel.

Getting started

  Select which payroll platform you integrated with for the relevant instructions.

EH Payroll KeyPay QuickBooks

Availability

HR Plan:	Free	Standard	Premium	Platinum
Payroll Plan:	Standard		Premium

User Access:

Employee

Manager

Admin

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Create an accrued leave report

1. Click the   Reports menu.
2. Click the Leave Reports submenu.
   
   

   Helpful Hint

   You will now see the accrued and leave taken overview page on your screen.

3. Click on the Accrued Leave Report graph.
   
4. Chose from the following filters:
   • Personnel.
   • Leave category.
   • Team.
5. Click the Filter button.
   

Availability

HR Plan:

Free

Standard

Premium

Platinum

User Access:

Employee

Manager

Admin

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Create an accrued leave report

1. Click the   Reports menu.
2. Click the Leave Reports submenu.
   
   

   Helpful Hint

   You will now see the accrued and leave taken overview page on your screen.

3. Click on the Accrued Leave Report graph.
   
4. Chose from the following filters:
   • Personnel.
   • Leave category.
   • Team.
5. Click the Filter button.
   

Availability

HR Plan:

Free

Standard

Premium

Platinum

User Access:

Employee

Manager

Admin

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Create an accrued leave report

1. Click the   Reports menu.
2. Click the Leave Reports submenu.
   
   

   Helpful Hint

   You will now see the accrued and leave taken overview page on your screen.

3. Click on the Accrued Leave Report graph.
   
4. Chose from the following filters:
   • Personnel.
   • Leave category.
   • Team.
5. Click the Filter button.
   

Maintain

  Select which payroll platform you integrated with for the relevant instructions.

EH Payroll KeyPay QuickBooks

Availability

HR Plan:	Free	Standard	Premium	Platinum
Payroll Plan:	Standard		Premium

User Access:

Employee

Manager

Admin

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Download my accrued leave report

1. Click the   Reports menu.
2. Click the Leave Reports submenu.
   
   

   Helpful Hint

   You will now see the accrued and leave taken overview page on your screen.

3. Click on the Accrued Leave Report graph.
   
4. Chose from the following filters:
   • Personnel.
   • Leave category.
   • Team.
5. Click the Filter button.
6. Click the Download CSV button.
   

Availability

HR Plan:

Free

Standard

Premium

Platinum

User Access:

Employee

Manager

Admin

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Download my accrued leave report

1. Click the   Reports menu.
2. Click the Leave Reports submenu.
   
   

   Helpful Hint

   You will now see the accrued and leave taken overview page on your screen.

3. Click on the Accrued Leave Report graph.
   
4. Chose from the following filters:
   • Personnel.
   • Leave category.
   • Team.
5. Click the Filter button.
6. Click the Download CSV button.
   

Availability

HR Plan:

Free

Standard

Premium

Platinum

User Access:

Employee

Manager

Admin

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Download my accrued leave report

1. Click the   Reports menu.
2. Click the Leave Reports submenu.
   
   

   Helpful Hint

   You will now see the accrued and leave taken overview page on your screen.

3. Click on the Accrued Leave Report graph.
   
4. Chose from the following filters:
   • Personnel.
   • Leave category.
   • Team.
5. Click the Filter button.
6. Click the Download CSV button.
   

Author recommended

So you have now run a leave accrued report and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

• HR Platform: Leave Taken Reporting This feature allows you to create a report on your organisation's employee leave requests that fall within a specific date period.
• HR Platform: Reporting on Employee Timesheet Submissions This feature allows you to create a report on your organisation's timesheet submissions and see details such as the current approval stage and the allocated work type.